Calls
3
Ed Gomes
CIO, SGMC Capital
Win Rate
-
return
-
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 21
$558.83
-
Lower AI model costs from open-source Chinese competition will drive an explosion in usage, significantly boosting demand for the entire AI semiconductor supply chain across South Korea, Taiwan, Japan, the U.S., and China.
Thematic ETFs
Long
Jul 21
$120.34
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Chinese tech stocks, particularly Alibaba, are attractively valued relative to U.S. peers after years of foreign underweight, and Alibaba stands to benefit from its stake in Moonshot AI and a potential IPO catalyst.
Retail & Mobility
Short
Jul 21
$56.45
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Japanese and Korean central banks' verbal intervention and jawboning are ineffective; market fundamentals and interest rate differentials will continue to force the yen and won weaker, and traders will take the trade into their own hands.
FX & Currencies
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Ed Gomes has 3 trade ideas tracked on Buzzberg across 4 tickers since July 2026.
